SPbinder

The most productive tax workpaper system available.

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Our solutions integrate with: CCH Axcess Tax, CCH ProSystem fx Tax, GoSystem Tax RS, Lacerte, and UltraTax CS.

Minimize Review Time

SPbinder allows staff to prepare well documented workpapers that facilitate a smooth and efficient review. It comes equipped with a wide array of tickmarks and annotations, allows for hyper-linked cross referencing across all file types, and lets the reviewer view workpaper completion based on up to four sign-off levels.

Standardize Workpaper Preparation

SPbinder ensures standardization by automatically bookmarking and organizing workpapers. The standardized workpaper index follows the flow of the tax return and can include PDF, Excel, Word, and Email workpapers.

Increase Staff Leverage

Since reviewers bill time at the highest rate the review is often the most expensive phase of the 1040 tax process. By enabling thorough, detailed workpaper preparation at the staff level, SPbinder reduces review time for managers and partners there by maximizing leverage and increasing your firm’s profitability.

Interactive Demo

Experience the entire SurePrep tax process from start to finish. This interactive demonstration will walk you through TaxCaddy, 1040SCAN, and SPbinder from your team's perspective and that of your clients.
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Head over to the Learning Center for more in-depth information on SPbinder.
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"The biggest benefit is having an easily navigable binder that can be easily reviewed by managers and partners."
– Staff, Small Accounting Firm
85% of surveyed customers said they chose SurePrep because they wanted to increase the efficiency of their tax staff.
"Our workpapers are better organized and easier to use/refer to. Using SurePrep has also made the paperless transition much easier; we enjoy using the program."
– Manager, Small Accounting Firm
What are taxpayers saying about SPbinder? Feedback collected by TechValidate, an independent 3rd party survey provider.

Questions?

Contact one of our product experts to ask questions or schedule a one-on-one demonstration.
CONTACT SALES
(800) 805-8582 Ext. 3sales@sureprep.com
17890 Sky Park Circle
Irvine, CA 92614
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